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Apr 18, 2013
04/13
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so what qualifies as a company that can do no wrong in this environment? a couple of things. first, a company makes something with declining raw costs that it charges more for than it used to, and people have to pay that higher price because they have no alternative. and that's pretty much everything that sells at a supermarket or drugstore these days. think about it. what's the raw cost of a drug? virtually nothing. and what can they charge? virtually anything, as we see pretty much nightly these days on "mad money" when we have these execs on that talk about the huge prices they're charging. do you think celgene can't raise the price of revlimid, its breakthrough cancer drug? are you worried regeneron can't raise the price of eylea, an injectable medicine that can make you see again and requires fewer shots in the eye than the competition? i'm not that concerned. how about the toiletries? let's take head & shoulders, the terrific shampoo, not the terrifying chart pattern. the plastic bottle costs less than it used to because of the low price of natural gas courtesy of the r
so what qualifies as a company that can do no wrong in this environment? a couple of things. first, a company makes something with declining raw costs that it charges more for than it used to, and people have to pay that higher price because they have no alternative. and that's pretty much everything that sells at a supermarket or drugstore these days. think about it. what's the raw cost of a drug? virtually nothing. and what can they charge? virtually anything, as we see pretty much nightly...
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Apr 24, 2013
04/13
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are these countries conscious of what is being done to the environment? >> well, they r. i know from my close contact with people in the chinese government, for example, but they've had some bigger fish to fry in many of these emerging markets. firstly, feeding their people. so as that starts to happen and you get on with mazlov's hierarchy of needs, foods, clothing, shelter, they turn immediately onto the environments. so i'm noticing a big conscience out there. but they have government's limited resources. >> let's talk about the quarter. because when you came on last time, you said, "what keeps me up at night is germany. it was 60% of our province now." in your conference call, i'm pointing it out because you make the point, you were unhappy with germany, this turned out to create sleepless nights. >> more specifically, i was used to be worried about germany in the mid-'90s when they were 60% of our profits. i outlined on our conference call this morning, we have 15 markets na are the drivers of our business right now. so just like many of the portfolio managers, you c
are these countries conscious of what is being done to the environment? >> well, they r. i know from my close contact with people in the chinese government, for example, but they've had some bigger fish to fry in many of these emerging markets. firstly, feeding their people. so as that starts to happen and you get on with mazlov's hierarchy of needs, foods, clothing, shelter, they turn immediately onto the environments. so i'm noticing a big conscience out there. but they have...
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Apr 19, 2013
04/13
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but it's springtime in philadelphia and now a new species has been introduced into his environment. "mad money's" back to school tour returns april 25th. >> boo-yah! >>> lately i've been hearing a lot of talk about how housing can't save the economy. that it's not big enough. that it can't do much to move the needle. i hear the same thing about the oil and gas business. that no matter how much we find, it doesn't put that much to work. and the trade-off of increased use of fossil fuels just isn't worth it. let me see, how can i be polite and diplomatic about all these pessimistic judgments? they're lies. lies keeping the federal government from helping the cause of job creation instead of hindering it. you say housing isn't big enough? we know from retailers and bankers and homeowners, that the $1 towards the purchase of a house can produce another $6 in spending. fix up the yard, make it bigger, gussy up inside. instead, the government's indecision has made it very difficult to get a mortgage, which has kept housing from breaking out to the levels anywhere near where it used to be.
but it's springtime in philadelphia and now a new species has been introduced into his environment. "mad money's" back to school tour returns april 25th. >> boo-yah! >>> lately i've been hearing a lot of talk about how housing can't save the economy. that it's not big enough. that it can't do much to move the needle. i hear the same thing about the oil and gas business. that no matter how much we find, it doesn't put that much to work. and the trade-off of increased use...
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Apr 24, 2013
04/13
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remember, the stocks that are consistently working in this environment belong to companies that benefit from moderating commodity costs and can continue to raise or at least maintain prices on their customers. meanwhile, the company is doing very well. kimberly-clark just reported on friday and they delivered a three cent earnings beat on $1.33 basis courtesy of solid organic sales, terrific growth and improving margins. plus the company also raised its guidance for the full year and on top of that, kimberly-clark pays a healthy dividend which yields 3%, and they have been a serial increaser. can this stock keep outperforming like it's been doing despite the fact that many analysts don't think it can? let's talk to tom faulk chairman and ceo to hear more about the quarter and what comes next. mr. faulk, welcome to "mad money." >> boo-yah, jim. how is it going? >> going really well. thank you, tom. great to have you on the show. >> jim, let me tell you, your set has never looked better. you've got the finest products in the world there, and we hope you love the "mad money" kleenex. we ma
remember, the stocks that are consistently working in this environment belong to companies that benefit from moderating commodity costs and can continue to raise or at least maintain prices on their customers. meanwhile, the company is doing very well. kimberly-clark just reported on friday and they delivered a three cent earnings beat on $1.33 basis courtesy of solid organic sales, terrific growth and improving margins. plus the company also raised its guidance for the full year and on top of...
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Apr 16, 2013
04/13
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especially in this environment. why don't we go to bruno in florida. bruno. >> caller: jimmy! big boo-yah to ya! >> hey, sunshine, what's shaking? >> caller: not much, man. marine technology. unfortunately, i got it when the company went public on the ipo in 1920. posting 95. what do you think about this? >> i was surprised the stock didn't act better, given how many ipo positive initiations there were today. i think the stock is a buy. i like that kind of programmatic advertising business for the web. i think you trade this thing up to 16, 17. i think you've got some room to run. all right. lots of ipos on the horizon. you know i'm liking this black hawk. and sea world. remember, not the chase in the after market, but slow and steady safeway is a good alternative if you can't get into black hawk. and you know what, fairway, real good produce. don't go anywhere. "lightning round" is coming up next. i know what you're thinking... transit fares! as in the 37 billion transit fares we help collect each year. no? oh, right. you're thinking of the 1.6 million daily customer care int
especially in this environment. why don't we go to bruno in florida. bruno. >> caller: jimmy! big boo-yah to ya! >> hey, sunshine, what's shaking? >> caller: not much, man. marine technology. unfortunately, i got it when the company went public on the ipo in 1920. posting 95. what do you think about this? >> i was surprised the stock didn't act better, given how many ipo positive initiations there were today. i think the stock is a buy. i like that kind of programmatic...